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iShares Core S&P Small-Cap ETF

2,505 hedge funds and large institutions have $57.3B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 920 increasing their positions, 1,177 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $60.4M | Put options by funds: $34.8M

14% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 126

0% more capital invested

Capital invested by funds: $57.3B → $57.3B (+$16.5M)

0.18% less ownership

Funds ownership: 72.61%72.43% (-0.18%)

1% less funds holding

Funds holding: 2,5302,505 (-25)

8% less funds holding in top 10

Funds holding in top 10: 327301 (-26)

22% less repeat investments, than reductions

Existing positions increased: 920 | Existing positions reduced: 1,177

Holders
2,505
Holders Change
-25
Holders Change %
-0.99%
% of All Funds
32.97%
Holding in Top 10
301
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-7.95%
% of All Funds
3.96%
New
144
Increased
920
Reduced
1,177
Closed
126
Calls
$60.4M
Puts
$34.8M
Net Calls
+$25.5M
Net Calls Change
+$9.43M
Name Holding Trade Value Shares
Change
Change in
Stake
LW
2551
Lauer Wealth
Indiana
-$783K -7,768 Closed
FMI
2552
Fiduciary Management Inc
Wisconsin
-$746K -7,135 Closed
TFA
2553
Tranquilli Financial Advisor
New Jersey
-$691K -6,611 Closed
JPG
2554
Jordan Park Group
California
-$661K -6,325 Closed
FBT
2555
First Bankers Trust
Kentucky
-$647K -6,192 Closed
TVAMP
2556
Tennessee Valley Asset Management Partners
Tennessee
-$642K -6,141 Closed
EWA
2557
ERTS Wealth Advisors
Michigan
-$634K -6,067 Closed
CPA
2558
Capital Planning Advisors
California
-$611K -5,845 Closed
1CP
2559
17 Capital Partners
Arizona
-$607K -5,804 Closed
TGCMU
2560
Titan Global Capital Management USA
New York
-$548K -5,245 Closed
GPWM
2561
Grant Private Wealth Management
California
-$512K -4,898 Closed
AWMM
2562
Aegis Wealth Management (Maryland)
Maryland
-$499K -4,770 Closed
G
2563
GenTrust
Florida
-$465K -4,450 Closed
BAM
2564
BLKBRD Asset Management
Connecticut
-$462K -4,418 Closed
SHF
2565
Stage Harbor Financial
Massachusetts
-$443K -4,238 Closed
AA
2566
Apriem Advisors
California
-$431K -4,125 Closed
MA
2567
Marquette Associates
Illinois
-$430K -4,111 Closed
MAM
2568
Milestone Asset Management
Pennsylvania
-$419K -4,009 Closed
CCG
2569
Cypress Capital Group
Florida
-$418K -4,001 Closed
DIP
2570
DT Investment Partners
Pennsylvania
-$377K -3,607 Closed
MWP
2571
MYCIO Wealth Partners
Pennsylvania
-$361K -3,450 Closed
DE
2572
Diversified Enterprises
Delaware
-$360K -3,439 Closed
GFG
2573
Greystone Financial Group
Michigan
-$358K -3,420 Closed
SAM
2574
Strive Asset Management
Ohio
-$357K -3,413 Closed
KWM
2575
KFG Wealth Management
Indiana
-$356K -3,402 Closed

IJR Hedge Fund Activity: Q2 2025 in Review

2,505 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q2 2025, worth a combined $57.3B — up 0.03% from $57.3B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new IJR positions and 126 closed out — a net gain of 18 holders — while 920 added to existing stakes and 1,177 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $233M. The largest seller was Fidelity Investments, cutting an estimated $409M.

  • 2,505 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q2 2025, down from 2,530 in Q1 2025.
  • Funds reported $57.3B of iShares Core S&P Small-Cap ETF stock for Q2 2025, up 0.03% quarter-over-quarter.
  • 144 funds opened new iShares Core S&P Small-Cap ETF positions in Q2 2025 and 126 closed out, a net change of +18 holders.
  • The largest iShares Core S&P Small-Cap ETF buyer in Q2 2025 was Northwestern Mutual Wealth Management, an estimated $233M added.
  • The largest iShares Core S&P Small-Cap ETF seller in Q2 2025 was Fidelity Investments, an estimated $409M sold.

Based on aggregated 13F filings for Q2 2025.